Safe-Harbor-IRA® Preferences & Personal Information

	All fields marked with a are required
Name:	*
Account Number:

Preferences

Investment Options
In order to increase earnings on your account in this time of market downturn, we are moving all investment from the current FDIC insured First Company Safe-Harbor Money Fund to the FDIC insured Centier Daily Trust Fund. Click the box below if you would like to opt-out of this automatic change.

I want to opt-out of this change and keep my funds in First Company Safe-Harbor Money Fund.

Statement Options

	I want to sign-up for Internet Access and view my statements electronically for free. Note: To sign-up for Internet Access you must have returned your Welcome Kit documents along with a photocopy of your ID.
	E-mail Address:

	I want to receive my statements in the mail. ($5 charge per mailing – statements are mailed semi-annually)
	Set statement frequency for mailed statements:

Personal Information Changes or Additions

First Name:
Last Name:
Address:
City:
State:
Zip:
Phone Number:
Alternate Phone Number:
Email Address:

All information in this form will be transmitted to Centier via a secure network.

Back | Home

User ID:
Password:
	Forgot Your Password?